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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $139,767 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $93,926 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $72,170 |
RUSSELL TRUST COMPANY5+ years Service code 28 · EIN 91-1116938 | Investment Management | $71,593 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $63,530 |
WILLIAM C. EARHART CO., INC.5+ years Service code 13 · EIN 93-0509592 | Contract Administrator | $34,352 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $32,211 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $26,600 |
BROWNSTEIN RASK LLP3 years Filed as: BROWNSTEIN RASK, LLP Service code 29 · EIN 93-0589000 | Legal | $16,906 |
J HERRLE4 years Filed as: JOSEPH P. HERRLE & ASSOCIATES Service code 22 · EIN 93-0692196 | Insurance Broker | $7,272 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 5.26% | 6.41%-1.2pp | 8.01%-2.8pp | 11.45%-6.2pp |
| Employer contribution / active EE | $17,758 | $11,592+53.2% | $29,475-39.8% | $17,219+3.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |